Market Update Conference Call Date: Thursday, January 30, 2025 Time: 6:00 PM - 6:30 PM CST ONLINE EVENT PASSCODE: Meeting ID: 231 009 604 045 Passcode: 4GA26eb7 Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Hosted By: Echelon Wealth Partners Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Columbia Threadneedle is an affiliate of Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Strategies to help you make an impact with your estate Date: Thursday, March 20, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 282 479 181 300 Passcode: yL92Fx7s Join this event online Presented By: Mike Boguslawski, CFP®, APMA®, MBA, BFA™, Matt Siegle, CFP®, CRPC®, AAMS®, APMA®, Financial Advisor, Financial Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. For more information: call us at 507.281.4341 or email us at emma.mcwaters@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market Update Conference Call Date: Thursday, May 22, 2025 Time: 6:00 PM - 6:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 259 279 475 108 Passcode: dH9MB7q9 Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Hosted By: Echelon Wealth Partners Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.028.1434 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Columbia Threadneedle is an affiliate of Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Financial Planning: A personal guide Date: Wednesday, June 18, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 244 136 474 830 Passcode: AT7Ag9Hd Join this event online Presented By: Brittany Pilling, CFP, APMA, Financial Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market Outlook Conference Call Date: Thursday, August 21, 2025 Time: 6:00 PM - 6:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 222 685 717 35 Passcode: Kz6Um9vy Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™ Hosted By: Echelon Wealth Partners Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Columbia Threadneedle is an affiliate of AmeripriseFinancial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Five things to know about Medicare Date: Thursday, October 23, 2025 Time: 12:00 PM - 12:30 PM CDT ONLINE EVENT PASSCODE: Meeting ID: 291 818 668 369 Passcode: uZ92bg9t Join this event online Presented By: Kari L. Douglas Ehleringer, CFP®, CPWA®, CRPC®, ChFC®, APMA®, BFA™, , Private Wealth Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market Outlook Conference Call Date: Thursday, November 6, 2025 Time: 6:00 PM - 6:30 PM CST ONLINE EVENT PASSCODE: Meeting ID: 244 110 420 468 Passcode: 5fg6bL3N Join this event online Presented By: Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Hosted By: Echelon Wealth Partners We at Echelon Wealth Partners are excited to announce our first webinar of 2025. Please join us for a Columbia Threadneedle Capital Markets Outlook and Opportunities presentation by Jason Yockey, CFA®, CFP®, CRPC™, Financial Advisor, Chief Investment Officer; and Alex Lair, MBA, CFP®, APMA™, CRPC™, Financial Advisor, with Q&A following the presentation. The date will be Wednesday, January 30, 2025 at both 12:00 pm and 6:00 pm (CST). For more information: call us at 507.281.4341 or email us at echelonwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Columbia Threadneedle is an affiliate of Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. 7425108 ACMR1224
Protect your financial information in the digital world Date: Friday, December 20, 2024 Time: 12:00 PM - 12:30 PM CST ONLINE EVENT PASSCODE: Meeting ID: 281 233 736 05 Passcode: 4KUZMt Join this event online Presented By: Samantha L Cowley, CRPC®, APMA®, Financial Advisor - Echelon Wealth Partners Hosted By: Echelon Wealth Partners The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. For more information: call us at 507.281.4341 or email us at emma.mcwaters@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.